Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sunaina? Claim Your ProfileSunaina Sinha haldea is a financial professional with over 3 years of experience in the industry. Sunaina is currently a Registered Representative at Raymond James & Associates, Inc. and is licensed to sell securities in multiple states. Sunaina has a strong background in financial planning and portfolio management. In a previous role at Cebile Capital LLC, Sunaina was responsible for helping clients develop and implement personalized financial plans, manage investments, and achieve their financial goals. Sunaina's expertise and commitment to her clients make her a valuable asset to any team.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/07/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
11/28/2018 - 12/31/2021
CEBILE CAPITAL LLC (NEW YORK NY)
BC
Issued 08/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/09/2018
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 04/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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